Purchases and Sales Made in Q2 2025 in Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST) during Q2 2025. The information is specifically focused on institutions that hold shares of COSTCO WHOLESALE CORP .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
679+ 21.31% |
$617K - $718K
|
3.87K
$3.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
674+ 24.36% |
$612K - $712K
|
3.44K
$3.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
670+ 4.28% |
$608K - $708K
|
16.3K
$15.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
654+ 4.51% |
$594K - $691K
|
15.2K
$14.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
594New |
$539K - $628K
|
594
$567K
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
587+ 14.57% |
$533K - $620K
|
4.62K
$4.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
555New |
$504K - $587K
|
555
$529K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
553+ 79.8% |
$502K - $584K
|
1.25K
$1.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
518New |
$470K - $547K
|
518
$494K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
516+ 1.38% |
$469K - $545K
|
37.9K
$36.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
515+ 31.54% |
$468K - $544K
|
2.15K
$2.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
506+ 12.71% |
$460K - $535K
|
4.49K
$4.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Guardian Investment Management
|
BUY
|
- |
504+ 11.09% |
$458K - $533K
|
5.05K
$4.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
499+ 3.99% |
$453K - $527K
|
13K
$12.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
485+ 126.63% |
$440K - $513K
|
868
$828K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
478+ 9.61% |
$434K - $505K
|
5.45K
$5.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
450+ 3.65% |
$409K - $476K
|
12.8K
$12.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
436+ 7.69% |
$396K - $461K
|
6.11K
$5.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
435New |
$395K - $460K
|
435
$415K
|
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
425New |
$386K - $449K
|
425
$405K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
392+ 52.13% |
$356K - $414K
|
1.14K
$1.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
383+ 4.69% |
$348K - $405K
|
8.55K
$8.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
373New |
$339K - $394K
|
373
$356K
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
365+ 4.51% |
$331K - $386K
|
8.46K
$8.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
360New |
$327K - $380K
|
360
$343K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
358New |
$325K - $378K
|
358
$341K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
333+ 5.47% |
$302K - $352K
|
6.42K
$6.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
320+ 39.26% |
$291K - $338K
|
1.14K
$1.08M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
319+ 3.41% |
$290K - $337K
|
9.69K
$9.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
315+ 77.02% |
$286K - $333K
|
724
$691K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
308+ 5.29% |
$280K - $326K
|
6.13K
$5.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
BUY
|
- |
307New |
$279K - $324K
|
307
$293K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
299+ 3.07% |
$272K - $316K
|
10K
$9.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
295+ 8.9% |
$268K - $312K
|
3.61K
$3.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
292+ 2.62% |
$265K - $309K
|
11.4K
$10.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
291+ 1.34% |
$264K - $308K
|
22K
$21M
|
|
|
Jul 16, 2025
Q2 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
286+ 0.73% |
$260K - $302K
|
39.7K
$37.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
284+ 9.36% |
$258K - $300K
|
3.32K
$3.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
281New |
$255K - $297K
|
281
$268K
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
281+ 39.8% |
$255K - $297K
|
987
$942K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
281+ 6.38% |
$255K - $297K
|
4.69K
$4.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
275+ 6.26% |
$250K - $291K
|
4.67K
$4.45M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
270+ 35.95% |
$245K - $285K
|
1.02K
$974K
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
265New |
$241K - $280K
|
265
$253K
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
BUY
|
- |
256+ 5.31% |
$232K - $271K
|
5.08K
$4.84M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
253+ 4.57% |
$230K - $267K
|
5.79K
$5.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Addenda Capital Inc.
|
BUY
|
- |
249+ 2.14% |
$226K - $263K
|
11.9K
$11.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
248+ 14.04% |
$225K - $262K
|
2.01K
$1.92M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
245+ 11.3% |
$222K - $259K
|
2.41K
$2.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
240+ 20.34% |
$218K - $254K
|
1.42K
$1.35M
|